HomeMy WebLinkAbout04/16/2002, B 3 - AFFORDABLE HOUSING TRUST FUND Counci L
4-16-02
acEnaa aEpom
CITY O F SAN LUIS O B I S P O
FROM: Ken Hampian, City Administrative Officer
SUBJECT: AFFORDABLE HOUSING TRUST FUND
CAO RECOMMENDATION
Continue the discussion with representatives of the Affordable Housing Trust Fund (AHTF) and
provide staff with direction as appropriate.
DISCUSSION
Background
During the City Council meeting of April 2, 2002, a presentation was made by representatives of
the leadership team for the San Luis Obispo County Affordable Housing Trust Fund. While it
was possible for the team to complete their presentation during the time allocated, insufficient
time remained for City Council questions and further dialogue. The purpose of this Business
item is to provide adequate time for this continued discussion. In addition, the Council may wish
to provide staff with added direction following the conclusion of the discussion.
CAO Comments
Affordable Housing Trust Fund advocates have skillfully and correctly defined the problem:
SLO County housing is too expensive (and getting even more expensive), and this creates a
number of social and economic problems. The harder part is the development of effective
solutions. Thus far, our City has taken a number of steps to try to improve the availability of
affordable housing (Attachment 1). With regard to what is being additionally asked of the City, I
have previously articulated my thoughts in the attached memorandum, which has also been
provided to Trust Fund leaders (Attachment 2). 1 can say with some 'confidence that my
concerns are equally shared by other city managers in the County. There is simply no easy way
at the present time for cities to allocate funds of the magnitude requested to support a new, highly
ambitious undertaking of this kind.
If, however, substantial added funding is to be a part of the strategy, then it is my opinion that
this can only be accomplished through a dedicated source of new revenues, such as a voter
supported tax increase, supplemented by grant funds and private contributions. While task force
members generally agree with this idea, they are suggesting that current resources—mostly from
the General Fund—be used until such a long-term source can be established. There are two
problems with this approach:
1. Cities currently do not have adequate General Fund revenues, let alone excess General Fund
revenues. The task force may even misunderstand what composes the General Fund, since
the suggestion seems to be that such revenues as sales tax, hotel/motel tax (TOT) and real
i
Council Agenda Report—Affordable Housing Trust Fund
Page 2
estate transfer tax be considered as funding sources; and these funds are part and parcel of the
General Fund. As the table below from our mid-year budget review shows, these are also
among the revenues currently projected to decline severely.
The following shows how our "Top Five" General Fund revenues are doing based on our
initial (and what we thought were very conservative at the time) revenue projections for
2001-02 compared with our revised ones at mid-year:
Top Five General Fund Revenues
%of Total Fiscal Year 2001-02
General Fund Mid-Year Variance from Budget
Revenues Budget Review Amount %
Sales Tax 29% $ 10,038,900 $ 9,754,300 $ 2( 84,600) -3%
Property Tax 15% 4,974,500 5,107,200 132,700 3%
Transient Occupancy Tax(TOT) 11% 4,217,500 3,763,400 (454,100) -11%
Utility Users Tax 11% 3,606,400 3,506,400 _(I 00,000) -3%
Vehicle In-Lieu Fees VLF 7% 2,382,900 2,382,900 0 0%
Total 74% 25,220,200 24,514,200 (706,000t) --3%
As reflected in this chart, these "Top Five"revenues account for almost three-quarters of our
total General Fund revenues. For three of these—sales tax, utilities users tax and TOT—we
have reduced our annual projections for only the first year of our two-year plan by almost
$850,000. And one these—VLF—has significant potential to be taken away by the State as it
struggles with its own severe budget problems. Even greater reductions are possible in the
second year of the plan. In short, we simply are not in a fiscal position to fund such a major
new initiative without severely impacting "core General Fund services such as police, fire
and street maintenance..
2. However, even if cities were hypothetically able to "front" such General Fund revenues, then
one would have to ask what incentive there would be for voters to subsequently tax
themselves in order to establish a long-term revenue stream? And we need to recognize that
under Proposition 218, creating new tax resources for this "earmarked" purpose will require
two-thirds voter approval.
Yes, many other housing trust funds have been established throughout the nation. I have
reviewed some of these trust funds, and they have been established in a number of ways. So far,
however, I have found few that were formed through substantial General Fund contributions
from small to medium sized cities. On the other hand, many trust funds have been formed under
the auspices of various state governments; through ballot measures, funding sources that we do
not have (such as redevelopment or UDAG funds), private contributions, and public
contributions from much larger cities.
Last week, for example, it was announced that the City of Salinas had formed an affordable
housing trust fund. In a follow-up conversation with their city manager's office, I learned that
the fund will manage non-general fund sources only (HOME funds, redevelopment funds, and a
private developer contribution), and all decisions about projects and uses will be made by the
Salinas City Council (while there is some interest in forming a countywide approach, no
1
Council Agenda Report-Affordable Housing Trust Fund
Page 3
significant steps have been taken). Salinas staff did not foresee the possibility of General Fund
contributions in the future.
It also must be recognized that cities are funded in a myriad of ways throughout the nation, and
California cities have their own unique limitations. In general, California cities are trying to
cope with higher costs created by the State (such as public safety retirement costs) and fiscal
take-away threats imposed by the State—while simultaneously having a very little ability to raise
added revenues to support such costs (due to fiscal constraints imposed on cities, also by the
State). Which leads to another point.
Over the last several years, local government in California has increasingly become the safety net
for a number of social responsibilities previously handled at the federal and state levels (support
for the homeless and other social service programs). While the affordable housing problem
certainly has local dimensions, it also has significant federal and statewide dimensions, and yet
funding from these levels of government are generally inadequate to make a"serious dent" in the
problem. (It should be noted, however, that the state legislature just approved placing a $2.1
billion affordable housing bond measure on the November 2002 ballot, which, if successful,
might provide a funding source for the proposed trust fund.)
Therefore, when being asked to redirect General Fund dollars away from current City services,
we must ask: What new problem will be created by decreasing our General Fund investment in
these current service(s), and how much impact will we have on solving the "new problem"?
With regret, I must say that the annual transfer of$1.3 million (or any significant amount) from
the General Fund would cause more harm than good in terms of our overall responsibility to the
community.
Is there an alternative source of funds to the General Fund? In addition to a possible State bond,
three possibilities come to mind: HOME funds allocated by the Board of the Supervisors; City
CDBG funds; and the City's Affordable Housing Fund (created by Inclusionary Housing fees).
With regard to HOME funds, these are formula grant funds that the Board of Supervisors
controls and which have supported projects in the City of San Luis Obispo and throughout the
County. Unlike CDBG funds, HOME funds are intended specifically for housing construction
costs. They are, however, subject to Davis-Bacon prevailing wage requirements.
With regard to CDBG funds, they can be used for many different activities, including housing
projects. However, Housing and Urban Development rules do not allow agencies to "bank"
those funds for some undetermined use. The funds need to be earmarked for a specific project
with a specific cost and timeframe, thus making it difficult to "pool" CDBG funds with other
funds for some future, undefined housing development opportunity. In addition, CDBG funds
generally cannot be used for actual housing construction. At the present time, the use of CDBG
funds is determined by the City Council through a process that involves applications, public
hearings and a recommendation from the Human Relations Commission.
Perhaps the most likely source of City funding, should we wish to contribute to an Affordable
Housing Trust Fund, would be from our recently established Affordable Housing Fund. The
fund has a balance of nearly $550,000. Recently, the City Council established a process for
3=3
I
Council Agenda Report—Affordable Housing Trust Fund
Page 4
accessing money from the Affordable Housing Fund (Attachment 3). As mentioned in my
memorandum, a key Council consideration prior to committing such funds to a trust fund would
relate to assurances that projects supported would benefit our community, and provide credits
against our State housing allocation requirement Unfortunately, based on the current rate of
contributions to our fund, it could not sustain a$1.3 million annual funding contribution.
Where to From Here?
Representatives of the Affordable Housing Trust Fund are obviously championing a very worthy
cause and, correctly,with some urgency. There are several options available to them to maintain
forward momentum with this worthwhile effort. For example, AHTF could sponsor a
countywide ballot initiative to establish a new, dedicated revenue source for affordable housing.
They may also seek private funds through individual or corporate grants to serve as start-up
funds for the countywide effort.
Unfortunately, however, as your City Administrative Officer, I cannot readily identify City an
ongoing source of funding for the Trust Fund that would not have significant impacts on our
service levels elsewhere. In addition, questions of fund governance and direct City benefit
remain unresolved. On the other hand, if these issues can be addressed in a long-tern way, a
trust fund could leverage additional funding that would improve our collective ability to provide
affordable housing in the City and County.
Therefore, I believe that we should continue to work with AHTF fund leaders and provide
technical assistance to their efforts, if so desired. In addition, since the Board of Supervisors has
already directed County staff to consider an approach to the trust fund, we should monitor this
"pilot effort" carefully to determine if there is an approach that could eventually work throughout
the County of San Luis Obispo. Finally, we can encourage the trust fund leaders to take an
active role in tracking and supporting the affordable housing bond measure on the November
ballot. Unlike the City, the trust fund leaders can be directly involved in working toward its
successful passage.
ATTACHMENTS
1. Existing SLO Affordable Housing Program
2. CAO Memorandum Regarding AHTF
3. SLO Affordable Housing Funding Process
ATTACHMENT 1
April 2, 2002
Cly/ of
San tins OBI SPO
EXISTING AFFORDABLE HOUSING PROGRAMS
1. Inclusionary Housing Program. In March 1999, San Luis Obispo adopted the first
inclusionary housing requirement in the County. The requirement applies to both
residential and commercial development. In new residential subdivisions, 15% of the
dwellings built must be sold at prices affordable to low- and moderate-income
households. Most new commercial projects must include affordable housing, build it
offsite, or pay into a citywide affordable housing fund. Affordable units must remain
so for either 30 years or, for for-sale properties, the owner may chose to participate in
the "shared equity program." In this program, the owner may sell the affordable
property within six years of initial sale by sharing the property's built up equity value
with the City upon resale of the affordable unit. Funds generated are then used to
develop additional affordable housing. So far, the program has produced about 75
affordable units and generated over one-half million dollars in in-lieu housing fees.
2. The Affordable Housing Fund. The Affordable Housing Fund, established in
March 1999, implements the City's Inclusionary Housing Requirement. It provides a
fund for the collection of in-lieu fees and for the disbursement of those funds for
affordable housing projects citywide. Ordinance 1438 states "the fund is established
and administered by the City, containing in-lieu fees and other funds held and used
exclusively to increase and improve the supply of affordable housing." The
ordinance also says the fund shall be administered by the Finance Director and is
allocated "at the discretion of the City Council." Potential uses, award procedures
and criteria were set by the City Council in December 2001 (Resolution 9263). Last
year, Council earmarked $215,000 of the Fund to Judson Terrace Lodge to build a 32-
unit apartment project for frail, low-income elderly persons. The Fund has a balance
of$544,883.
3. Affordable Housing Incentives (Ch. 17.90 of SLOMC). Adopted in 1985, the
incentives are part of the City's Municipal Code and describe benefits available to
affordable housing developers. Possible incentives include residential density
bonuses, fee reductions or waivers, city installation of off-site improvements, direct
city financial assistance, subdivision, zoning or other exceptions to city standards, and
other incentives that may be negotiated between the City and developer. For
example, the incentives allow a residential density bonus by right of at least 25
percent for developers building five or more dwelling units with at least 20 percent of
the units sold or rented at prices affordable to seniors or to very-low, low or moderate
income persons.
J—S
4. Community Development Block Grants. Since 1994, the City has provided over
$3.17 Million in CDBG funds for the purchase and improvement of affordable
housing.
5. Waiver of Development Review and Meter Installation Fees for Affordable
Housing Projects. In 1995, Council adopted Resolution No. 8415 which exempts
very-low and low income affordable housing developments from all planning,
building or engineering development review fees and from water meter and sewer
installation fees.
6. Waiver of Citywide Development Impact Fees For Affordable Housing Units.
In 2000, Council adopted Resolution No. 9131 waiving city-wide development
impact fees (traffic, water, wastewater) on new dwellings that either: 1) exceed the
minimum number of affordable units required by the City's Inclusionary Housing
Requirements; or 2) are built, owned and managed by the San Luis Obispo City
Housing Authority, government agencies or not-for-profit housing agencies. The
waiver reduces cost for a typical single-family house by about$11,000.
7. Relaxed Parking Standards for Affordable Housing. Under City Zoning
Regulations (17.16.060.K), housing occupied exclusively by very low or low-income
households, as defined by the State, requires one car and one bicycle space per
dwelling unit.
S. Utilities Assistance Program For Low-Income Residents. The City helps low-
income residents with their utility costs through a Low Income Assistance Program,
consisting of: 1) Rate Assistance. There is a 15% reduction of the standard rate for
water and sewer for qualified, low income customers. 2) Payment Assistance.
Economic Opportunity Commission (EOC) administers the Payment Assistance
Program. Customers are eligible once, every two years, to have one billing period
paid depending on the availability of funds; and 3) Water Efficiency Assistance.
Utilities Conservation staff provides customers receiving either Rate Assistance or
Payment Assistance with free information and water audit services to help control the
cost of their water bills.
In addition, City staff regularly serves as a resource to promote affordable housing by
working with community groups, Cuesta College and Cal Poly. For example, staff from
several City departments have been meeting with a private student housing developer to
discuss process, financing opportunities and design for a potential 250-unit private
student housing complex in San Luis Obispo. Community Development Department
management staff serves on the Cal Poly Campus Planning Committee and on the Cuesta
College Student Housing Committee. Through this role, City staff continues to support
institutional efforts to meet the housing needs of students, faculty and staff.
Jh/Uhousing/affordablehousingincendves3-02b
ATTACHMENT 2
����������������►►������� ������� council m c m o Ra n b u m
March 1, 2002
TO: City Council
FROM: Ken Hampian
SUBJECT: Affordable Housing Trust Fund
Overview
Representatives of the Affordable Housing Trust Fund are beginning a series of presentations to
all cities in the County, and to County government. The presentation to the Board of Supervisors
was made last week, and a presentation to the SLO City Council is planned for April 2, 2002.
Exploring the potential for participating in the Trust Fund is included in the work program for
the Council's Major City Goal related to affordable housing.
The mission of the Affordable Housing Trust Fund is one that we can all support: "...to increase
the number of units of affordable housing for low and moderate income County residents. " The
difficulty begins in determining how to go about achieving the mission. The purpose of this
memorandum is to sensitize Council members to some significant challenges associated with the
proposal, as presently crafted, prior to the Council presentation on April 2"d
What is Being Asked of the Cities and County
As presently crafted, the success of the fund depends upon "...a $S million annual fund made
possible through the dedication of public resources from the County along with its seven cities".
Attached is an article Trust Fund advocates recently published in a national newsletter which
outlines the proposed contributions. As noted in the article, "Each jurisdiction is being asked to
provide funds to the Trust Fund from their existing revenues until a permanent source of funds is
identified and implemented. " The proposed level of funding level from the City of San Luis
Obispo is $1.3 million annually.
In the original Trust Fund proposal, potential sources of "existing revenues" were outlined,
including several General Fund sources (e.g. sales, TOT, and utility taxes) and a number of fees,
including inclusionary housing fees. Other ideas include proceeds from the sale of public lands,
a ballot measure to establish a long term funding source, and private contributions.
The Conceptual Difficulties
After becoming aware of the details of the proposal, the city managers and County CAO invited
Trust Fund leader, Anita Robinson, to meet with us at a breakfast meeting to share our practical
"on the ground" concerns. While we had a very open and useful discussion, these concerns have
3/
not been addressed in subsequent Trust Fund work. Therefore, on Tuesday, February 26, 2002,
at the invitation of city managers, another meeting was held to discuss these issues. Those
attending the meeting included Trust Fund leaders Anita Robinson, George Moylan, and Ann
Travers. Representatives of the city managers included Atascadero city managers Wade
McKinney, Arroyo Grande City Manager Steve Adams, and myself. David Edge, County CAO,
and Jim Grant, County ACAO also attended the meeting.
In summary,we started by expressing our support—and our council/board support—for the goal
of increasing the supply of affordable housing. We emphasized,however, that achieving the goal
would depend upon recognizing and addressing several practical issues—both financial and
govemance-related—that are currently a part of the concept. These issues include:
1. Even in"good times", cities and the County do not have General Fund monies available
to fund such a new, ambitious program—a program designed to address a problem that
transcends municipal government (this is true in SLO, and it is especially true in all other
County cities,where resources are scarcer yet). In addition,most cities strongly resist
earmarking General Fund monies—the fund that exists to support basic City services and
unforeseen needs or emergencies;
2. We are most certainly not in"good times". As we know from our Mid-Year Budget
Report earlier this week, our sales tax and TOT combined are expected to be down$1.8
million by June 2003. In addition, the conventional wisdom is that the greater financial
threat is coming with the 2003-04 budget,when the State may have an even larger deficit;
3. Therefore, a dedicated source of new revenue is the best way to support the Trust Fund.
However,this will require a ballot measure campaign, which will admittedly require a lot
of hard work, while offering uncertain results;
4. In terms of non-General Fund sources, some cities (like SLO)have"inclusionary housing
funds". The question with respect to such funds shall be: What assurances would a city
have that transferring funds to a new, 15 person decision-making body(with only one
city representative)will result in more benefits than could be achieved"going it alone"?
5. How would all of this relate to the challenge of achieving State housing goals? For
example, would cities get"credit" for helping to fund projects outside their city limit?
There were many other points made during our breakfast meeting, including discussion of
potential benefits, such as leveraging other funds, technical assistance, and advocacy. However,
achieving the goal is much easier said than done, and will be made more difficult if the current
conceptual problems are not recognized and addressed in the further development of the
program. We hope that our breakfast meeting helped better frame these challenges, and that they
will be recognized and discussed as Trust Fund leaders appear before the various cities. We shall
also have the opportunity to observe and learn from the County's follow-up to this issue.
Attachment: Newsletter Article
Cc: Staff distribution GEampian/memos/affordable housing fund
3_g'
ATTACHMENT 3
RESOLUTION NO. 9263 (2001 Series)
A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO
ESTABLISHING AWARD CRITERIA AND A REVIEW PROCESS FOR
ALLOCATING AFFORDABLE HOUSING FUNDS.
WHEREAS,the City Council adopted Ordinance 1348 (1999 Series)establishing
an Affordable Housing Fund for the collection and distribution of in-lieu housing fees to
promote affordable housing in San Luis Obispo; and
WHEREAS, as a result of the in-lieu fee payments to the City under the
Inclusionary Housing Ordinance, the City has a balance of approximately $400,000 in the
Affordable Housing Fund, and this fund is available to support affordable housing in San
Luis Obispo at the sole discretion of the City Council; and
WHEREAS,the City received requests by Judson Terrace Lodge and Sojourn
Services,Inc. for the use of$215,000 and$25,000,respectively, of Affordable Housing
Funds; and to evaluate these and future funding requests in a fair and timely manner,
Council wishes to establish award criteria and a review process for the Affordable Housing
Fund; and
WHEREAS, the City Council held a meeting on December 4,2001 to consider
possible award criteria that balance the need to provide a fair,open and timely funding
award process with the desire to maintain funding flexibility to address local housing needs
and opportunities;
NOW,THEREFORE,BE IT RESOLVED by the Council of the City of San Luis
Obispo that based on its deliberations,public comments, the staff report,and on State law,
the following:
SECTION 1. Affordable Housing Fund Award Criteria. The City Council
establishes the following criteria for evaluating requests for use of the Affordable Housing
Fund:
1. Eligibility. Use of the Affordable Housing Fund(AHF)for the requested
purpose will increase or improve the City's affordable housing inventory and
promote General Plan policies regarding housing.
2. Need. There exists a substantial or overarching need for the type of housing to be
assisted.
3. Suitability. The project to be assisted is appropriate for its location,both in
terms of land use and design.
4. Timing. The project would be better serve the City's needs if it were built
immediately as opposed to later.
R 9263
Resolution No. 9263 ,_,i01 Series)
Page 2
5.Financial Effectiveness. But for the requested assistance,the project would not
be economically feasible; or AHF funding"leverages"significant additional funding
from other sources.
6. Readiness. The project has all necessary City approvals and is ready to proceed.
SECTION 2. Use of Award Criteria. The Council will apply the above criteria
when evaluating funding requests. Requests that most closely meet the criteria will be given
the most favorable consideration in allocating Affordable Housing Funds. Under no
circumstances is Council obligated to award Affordable Housing Funds. The decision
whether to allocate funds and how much is at the sole discretion of the City Council whose
decision is final.
SECTION 3. Review Process. The Community Development Director shall be
responsible for processing requests for use of Affordable Housing Funds. Such requests
shall usually be considered concurrent with review of the City's Community Development
Block Grant Program. The Director is authorized to bring urgent funding requests to the
Council at any time, irrespective of the above review cycle.
SECTION 4. Funding Agreements. Recipients of Affordable Housing Funds
shall be required to execute an agreement with the City describing the purpose and terms of
funding. The project or program to be funded shall meet the City's Affordable Housing
Standards,including the requirement for an affordability term of at least thirty(30)years,
and City equity participation in the project where feasible and appropriate. The City
Administrative Officer is authorized to execute such agreements for the City.
Upon motion of Council Member Schwartz, seconded by Vice Mayor Marx,and on the
following roll call vote:
AYES: Council Members Ewan, Mulholland,Schwartz,Vice Mayor Marx,
and Mayor Settle
NOES: None
ABSENT: None
The foregoing resolution was adopted this 4'day of December 2001
80,
Mayor Allen Settle
ATM T:
Lee Price, City Clerk
3-10
Resolution No. 9263 ,—.,J1 Series) _
Page 3
APPROVED AS TO FORM:
J re Jor nse , ity htomey
SING AGENDA
DATE '//!0-OZ- ITEM #_ 3
Thoughts on the presentation made by the Affordable Dousing Trust Fund
members before the SLO City Council,Tuesday, April 2, 2002
Ken Schwartz
Proposal appears totally directed to public sector. This is unacceptable.
Proposal needs to be balanced with contributions from the private sector.
Some ideas for private sector contributions:
1. Lending institutions:
(a) All lending institutions within the County shall unite and create
an affordable housing loan fund to which each lending institution
shall be obligated to contribute an annual sum equal to `k"
percent of their assets designated for real estate loans.
C�ONCIL OVCDD DIR ) Loans for affordable housing shall be made at the market rate
C ❑ FIN DIR less 1 i/z%. Other loan terms shall not be more stringent than
FRAC [I FIRE CHIEF those of a normal residential loan.
RNEY ❑ PW DIR
CLERK/ORIG M POUCE CHF c) Lending institutions shall remove all obstacles to the granting of
❑ T EADS ❑ REC DIR loans for housing units that are coupled with commercial or
UTIL DIR institution uses;e.g. "Mixed uses" such as housing over ground
m ❑ HR DIR
floor retail, office, or institution uses.
2. Real estate and title and trust transactions:
(a) These transactions shall occur at a discounted rate(?)for all
affordable housing properties and title documentations.
3. Construction services:
(a) Design and contractor services shall be discounted`Y'%when
housing units produced from the same plans exceed four units.
(b) Building supplies shall be discounted by`Y'%over the normal
discount afforded to contractors.
Additional thoughts:
A. A committee should be formed to place a bond measure on the ballot
for financing the purchase of land and the building of affordable
housing. The bond should probably be in the$4—$6 million range.
B. A Housing Authority should be formed in the North County and
another in the South County to perform services in those areas similar
to the services performed by the San Luis Obispo City Housing
Authority.
C. Likewise,homeless shelters should be created in the North County and
South County comparable to those in the City of San Luis Obispo.
11Otvnoo un ois
a3AI203a
April 2, 2002
C, '_V`/ Of
Ids ,7
M san US OBI SPO
EXISTING AFFORDABLE HOUSING PROGRAMS
1. Inclusionary Housing Program. In March 1999, San Luis Obispo adopted the first
inclusionary housing requirement in the County. The requirement applies to both
residential and commercial development. In new residential subdivisions, 15% of the
dwellings built must be sold at prices affordable to low- and moderate-income
households. Most new commercial projects must include affordable housing, build it
offsite, or pay into a citywide affordable housing fund. Affordable units must remain
so for either 30 years or, for for-sale properties, the owner may chose to participate in
the "shared equity program." In this program, the owner may sell the affordable
property within six years of initial sale by sharing the property's built up equity value
with the City upon resale of the affordable unit. Funds generated are then used to
develop additional affordable housing. So far, the program has produced about 75
affordable units and generated over one-half million dollars in in-lieu housing fees.
2. The Affordable Housing Fund. The Affordable Housing Fund, established in
March 1999, implements the City's Inclusionary Housing Requirement. It provides a
fund for the collection of in-lieu fees and for the disbursement of those funds for
affordable housing projects citywide. Ordinance 1438 states "the fund is established
and administered by the City, containing in-lieu fees and other funds held and used
exclusively to increase and improve the supply of affordable housing." The
ordinance also says the fund shall be administered by the Finance Director and is
allocated "at the discretion of the City Council." Potential uses, award procedures
and criteria were set by the City Council in December 2001 (Resolution 9263). Last
year,Council earmarked$215,000 of the Fund to Judson Terrace Lodge to build a 32-
unit apartment project for frail, low-income elderly persons. The Fund has a balance
of$544,883.
3. Affordable Housing Incentives (Ch. 17.90 of SLOW). Adopted in 1985, the
incentives are part of the City's Municipal Code and describe benefits available to
affordable housing developers. Possible incentives include residential density
bonuses, fee reductions or waivers, city installation of off-site improvements, direct
city financial assistance, subdivision, zoning or other exceptions to city standards, and
other incentives that may be negotiated between the City and developer. For
example, the incentives allow a residential density bonus by right of at least 25
percent for developers building five or more dwelling units with at least 20 percent of
the units sold or rented at prices affordable to seniors or to very-low, low or moderate
income persons.
4. Community Development Block Grants. Since 1994, the City has provided over
$3.17 Million in CDBG funds for the purchase and improvement of affordable
housing.
5. Waiver of Development Review and Meter Installation Fees for Affordable
Housing Projects. In 1995, Council adopted Resolution No. 8415 which exempts
very-low and low income affordable housing developments from all planning,
building or engineering development review fees and from water meter and sewer
installation fees.
6. Waiver of Citywide Development Impact Fees For Affordable Housing Units.
In 2000, Council adopted Resolution No. 9131 waiving city-wide development
impact fees (traffic, water, wastewater) on new dwellings that either: 1) exceed the
minimum number of affordable units required by the City's Inclusionary Housing
Requirements; or 2) are built, owned and managed by the San Luis Obispo City
Housing Authority, government agencies or not-for-profit housing agencies. The
waiver reduces cost for a typical single-family house by about$11,000.
7. Relaxed Parking Standards for Affordable Housing. Under City Zoning
Regulations (17.16.060.K), housing occupied exclusively by very low or low-income
households, as defined by the State, requires one car and one bicycle space per
dwelling unit.
8. Utilities Assistance Program For Low-Income Residents. The City helps low-
income residents with their utility costs through a Low Income Assistance Program,
consisting of. 1) Rate Assistance. There is a 15% reduction of the standard rate for
water and sewer for qualified, low income customers. 2) Payment Assistance.
Economic Opportunity Commission (EOC) administers the Payment Assistance
Program. Customers are eligible once, every two years, to have one billing period
paid depending on the availability of funds; and 3) Water Efficiency Assistance.
Utilities Conservation staff provides customers receiving either Rate Assistance or
Payment Assistance with free information and water audit services to help control the
cost of their water bills.
In addition, City staff regularly serves as a resource to promote affordable housing by
working with community groups, Cuesta College and Cal Poly. For example, staff from
several City departments have been meeting with a private student housing developer to
discuss process, financing opportunities and design for a potential 250-unit private
student housing complex in San Luis Obispo. Community Development Department
management staff serves on the Cal Poly Campus Planning Committee and on the Cuesta
College Student Housing Committee. Through this role, City staff continues to support
institutional efforts to meet the housing needs of students, faculty and staff.
Jh/Uhousing/affordablehousingincentives3-02b